With over 68 years of combined experience in the financial services industry, Chris, Tom, together with Jo and Georgina, form a cohesive and trusted team. Chris and Tom specialise in delivering tailored, outcomes-focused advice to high-net-worth individuals, family groups and business owners. Georgina and Jo play an integral role in supporting the team across technical strategy execution and client service, helping to ensure a seamless, well-coordinated and efficient client experience. Their expertise complements the advisory process and enhances the overall quality and consistency of service delivery. Chris and Tom’s combined qualifications in accounting and financial planning underpin a strong, client-first approach to both wealth creation and preservation. Known for their technical capability and genuine approach, they are committed to delivering clear, practical solutions and building long-term partnerships that support clients in achieving enduring financial success.
Chris and Tom draw on extensive market experience, premium research capabilities and the backing of Ord Minnett’s investment team to deliver high-quality, tailored financial advice. They are responsible for developing and delivering client advice and investment strategies, with support from Georgina and Jo in the preparation of advice documentation and coordination of implementation.
Their expertise spans equity and capital markets, corporate finance, and fixed income, including wholesale bonds, term deposits, and IPOs. With institutional grade insights and a wide array of direct investment opportunities, they offer holistic solutions that evolve with client needs. The team’s capabilities extend across strategic and retirement planning, portfolio construction, tax-efficient structures, SMSFs, personal protection, intergenerational wealth transfer, philanthropic giving, and estate planning, ensuring every client receives forward-thinking, comprehensive advice aligned with their long-term financial goals.
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